“The Week”: Hope

• 

  François Bloch
  Experte

Switzerland

Shares of Eastern Swiss technology stock Inficon (Ticker: IFCN SW) have gained further ground on the Swiss stock exchange: up 85.83% since the turn of the year. Step by step, the financial metrics of the CHF 19.6 billion stock continue to improve. According to the underlying models, book value per share could improve from CHF 25.24 to CHF 46.94 between 2023 and 2028. The payout per share could rise from CHF 6.25 to CHF 12.4.
Trading strategy: Reload

Shares of Western Swiss flavor and fragrance producer Givaudan (Ticker: GIVN SW) are trending calmly and steadily upward: up 9.57% since the turn of the year, with no end to the upward movement in sight. Book value per share could rise from CHF 432.4 to CHF 647.4 between 2023 and 2028. The dividend payout could increase from CHF 68 to CHF 78.54 over the same period, which could sustainably improve returns for years to come.
Trading strategy: Reload

Thanks to a significantly improved positioning and skillful expansion steps, shares of goods specialist DKSH (Ticker: DKSH SW) are once again gaining investor confidence, a development attributed to the company’s clearer focus on the Asian market. Operating income (EBIT) could rise from CHF 329.9 million to CHF 414.3 million between 2023 and 2028, which would make an annual reinvestment of the dividend into new shares worthwhile.
Trading strategy: Reload

Shares of former ABB subsidiary Accelleron (Ticker: ACLN SW) have picked up further pace in recent days: up 24.21% since the turn of the year. The background would be a marked improvement in the expected book value per share from CHF 3.06 to CHF 7.19 between 2023 and 2028, which would make the share price development of recent months at this CHF 7.19 billion stock more comprehensible.
Trading strategy: Reload

Shares of Lake Zurich-based hearing aid specialist Sonova (Ticker: SOON SW) gained 16.37% since the turn of the year. Book value per share could rise from CHF 36.61 to CHF 52.47 between 2023 and 2028, which would further explain the stock’s upward momentum. The dividend per share could increase from CHF 4.6 to CHF 5.079 between 2023 and 2028, which would qualify as a remarkable development.
Trading strategy: Reload

SPI index stock Banque Cantonale Vaudoise (Ticker: BCVN SW) continues its positive development: up 30.68% since the turn of the year. According to the quantitative models, book value per share could improve from CHF 44.9 to a new record high of CHF 49.11 between 2023 and 2028, which would be remarkable given the current market environment. The growing dividend payout per share of CHF 4.3 to CHF 4.7 could be reinvested annually over this period.
Trading strategy: Reload

Shares of Zuger Kantonalbank (Ticker: ZUGER SW) have shown a positive development for some time: up 25.00% since the turn of the year. An improvement in earnings per share is projected between 2023 and 2028, from CHF 260 to CHF 455.7. The dividend per share could rise from CHF 220 to CHF 230 over the same period, which would make an annual reinvestment of the dividend into new shares worthwhile.
Trading strategy: Reload

Europe

Shares of German DAX giant Siemens (Ticker: SIE GY) are seeing a marked upswing: since the start of the year, the stock has risen 16.37%, a strong result by European standards. According to current analyses, operating income could improve from EUR 9.649 billion to EUR 15.797 billion between 2023 and 2028, which would be highly significant. Dividend per share could also rise from EUR 4.7 to EUR 6.462, which would make an investment more attractive going forward.
Trading strategy: Reload

The long-term price development of Dutch technology stock ASML (Ticker: ASML NA) can be described as exceptional: despite a gain of 65.25% since the turn of the year, the stock is still considered promising. Book value per share could rise from EUR 34.13 to EUR 126.9 between 2023 and 2028. Earnings per share could increase from EUR 19.89 to EUR 68.31 over the same period, which would suggest an increase in positioning.

Trading strategy: Reload

Shares of French technology supplier Safran (Ticker: SAF FP) currently qualify as an attractive stock. Dividend per share could rise from EUR 1.35 to EUR 5.82 between 2023 and 2028. With a record EBIT margin of 18.73% by 2028 and an expected dividend yield of 1.73% in 2028, the overall picture would support a position.
Trading strategy: Reload

Shares of semiconductor stock STMicroelectronics (Ticker: STM FP) gained 101.00% since the turn of the year. An improvement in earnings per share is projected between 2025 and 2028, from EUR 0.18 to EUR 3.74. By 2028, a record dividend payout per share of EUR 0.387 is projected.
Trading strategy: Reload

Shares of Dutch ASM International (Ticker: ASM NA) continue to trend steadily upward: up 63.18% since the turn of the year. Book value per share could grow from EUR 65.58 to EUR 158.3 between 2023 and 2028. The EBIT margin could reach a new record of 34.69% in 2028, which would represent a strong figure for the company by historical standards.
Trading strategy: Reload

Shares of French gas specialist Air Liquide (Ticker: AI FP) are considered attractive, with the upward trend expected to continue through the end of 2029. Book value per share at this EUR 107 billion stock could rise significantly from EUR 38.42 to EUR 49.82 between 2023 and 2028.
Trading strategy: Reload

US/CAN

US power delivery systems specialist Vicor Corporation (Ticker: VICR US) is considered a stock with major potential on the more speculative side. Operating income at this USD 13 billion stock could improve from USD 51.36 million to USD 457 million between 2023 and 2028, which would represent an enormous increase.
Trading strategy: Reload

Conservatively oriented investors are backing chipmaker AMD (Ticker: AMD US). At one of the sector’s leading players, book value per share could improve from USD 34.63 to USD 80 between 2023 and 2028. Return on equity (ROE) could reach a peak of 30.21% in 2028.
Trading strategy: Reload

Monolithic Power Systems (Ticker: MPWR US) currently presents a very strong chart picture. Book value per share could grow from USD 42.68 to USD 138.8 between 2023 and 2028, which would represent an exceptionally strong increase.
Trading strategy: Reload

Shares of semiconductor stock Lam Research (Ticker: LRCX US) are developing dynamically on the stock market. An increase in operating income from USD 5.335 billion to USD 18.810 billion is projected between 2023 and 2028. The EBIT margin could reach a new record of 40.03% in 2028, which would represent a very good figure for this sector.
Trading strategy: Reload

Keysight Technologies (Ticker: KEYS US) ranks among the lesser-known but interesting stocks on the market. Book value per share at this USD 61.55 billion stock could rise from USD 26.66 to USD 60.23 between 2023 and 2028, which would underpin the company’s successful strategic direction. However, no dividend payout is expected for the foreseeable future.
Trading strategy: Reload

Warmest regards,
François Bloch

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Disclaimer
Lucht Probst Associates AG and François Bloch receive neither payments nor commissions in connection with the products mentioned.